See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,799 | $43,075+22.6% | $74,583-29.2% | $62,891-16.0% |
| Participation rate | 38.6% | 58.1%-19.4pp | 68.1%-29.5pp | 69.3%-30.7pp |
| Annual return | 8.14% | 17.50%-9.4pp | 20.47%-12.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,622 | $1,498+8.3% | $2,525-35.8% | $2,281-28.9% |
| Participant deferral / active EE | $2,838 | $2,389+18.8% | $3,458-17.9% | $3,203-11.4% |
| Admin fee / account holder | $4,328 | $2,840+52.4% | $4,138+4.6% | $4,296+0.8% |